Baillie Gifford & Co
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Baillie Gifford & Co’s Brookfield BN Stock Holding History

Baillie Gifford & Co’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249M Sell
5,838,391
-777,642
-12% -$34.8M 0.23% 92
2026
Q1 		$268M Sell
6,616,033
-397,624
-6% -$17.6M 0.27% 73
2025
Q4 		$322M Sell
7,013,657
-219,924
-3% -$10M 0.27% 72
2025
Q3 		$331M Buy
7,233,581
+86,991
+1% +$3.85M 0.25% 76
2025
Q2 		$295M Sell
7,146,590
-77,533
-1% -$2.87M 0.22% 76
2025
Q1 		$252M Buy
7,224,123
+1,710,837
+31% +$64.7M 0.22% 77
2024
Q4 		$211M Buy
5,513,286
+4,907,104
+810% +$185M 0.16% 98
2024
Q3 		$21.5M Sell
606,182
-1,242
-0.2% -$39.2K 0.02% 175
2024
Q2 		$16.8M Hold
607,424
– – 0.01% 188
2024
Q1 		$17M Buy
607,424
+243,680
+67% +$6.57M 0.01% 198
2023
Q4 		$9.73M Sell
363,744
-24,057
-6% -$546K 0.01% 226
2023
Q3 		$8.08M Sell
387,801
-31,766
-8% -$716K 0.01% 221
2023
Q2 		$9.41M Buy
+419,567
New +$8.89M 0.01% 218

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Baillie Gifford & Co's BN Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Brookfield (BN) stake by 12% in Q2 2026, selling an estimated $34.8M and leaving 5,838,391 shares worth $249M. The position accounts for 0.23% of the portfolio, ranked #92.

Baillie Gifford & Co first reported a position in BN in Q2 2023 and has held it in 13 quarters since. The position peaked at $331M in Q3 2025. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Baillie Gifford & Co held 5,838,391 shares of Brookfield worth $249M as of Q2 2026.
  • Baillie Gifford & Co sold 777,642 Brookfield shares in Q2 2026, an estimated $34.8M.
  • Brookfield made up 0.23% of Baillie Gifford & Co's portfolio in Q2 2026, its #92 holding.
  • Baillie Gifford & Co first reported a position in Brookfield in Q2 2023 and has held it in 13 quarters since.
  • Baillie Gifford & Co's Brookfield position peaked at $331M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.